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Capstone Wealth Management Group (Oregon)’s ProShares S&P SmallCap 600 Dividend Aristocrats ETF SMDV Stock Holding History

Capstone Wealth Management Group (Oregon)’s Portfolio SMDV Stock Details SMDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,477
Closed -$235K – 104
2024
Q4 		$235K Buy
+3,477
New +$246K 0.18% 87

Other funds holding SMDV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s SMDV Position: Q1 2025 in Review

Capstone Wealth Management Group (Oregon) sold out of ProShares S&P SmallCap 600 Dividend Aristocrats ETF (SMDV) in Q1 2025, closing a stake of 3,477 shares — an estimated $235K sold.

Capstone Wealth Management Group (Oregon) first reported a position in SMDV in Q4 2024 and held it in 1 quarter. The position peaked at $235K in Q4 2024. 132 funds tracked by Wall St. Rank hold SMDV as of Q1 2025.

  • Capstone Wealth Management Group (Oregon) reported no remaining ProShares S&P SmallCap 600 Dividend Aristocrats ETF position as of Q1 2025 after selling out during the quarter.
  • Capstone Wealth Management Group (Oregon) sold 3,477 ProShares S&P SmallCap 600 Dividend Aristocrats ETF shares in Q1 2025, an estimated $235K.
  • Capstone Wealth Management Group (Oregon) first reported a position in ProShares S&P SmallCap 600 Dividend Aristocrats ETF in Q4 2024 and held it in 1 quarter.
  • Capstone Wealth Management Group (Oregon)'s ProShares S&P SmallCap 600 Dividend Aristocrats ETF position peaked at $235K in Q4 2024.
  • 132 funds tracked by Wall St. Rank held ProShares S&P SmallCap 600 Dividend Aristocrats ETF as of Q1 2025.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2025, filed 13 May 2025.